USMF vs IQLT

AUSMF

BIQLT

Measures won2–4IQLT wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IQLT $14,168

Lowest cost0.03%VTV · $3 on $10k

Most income2.42%IQLT · $242 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%USMF and IQLT

USMF

IQLT

WisdomTree U.S. Multifactor Fund · $253MiShares MSCI Intl Quality Factor ETF · $13.6B

+10.2%3 years · per year$13,397 · $16,090+17.2%

+5.2%5 years · per year$12,900 · $14,168+7.2%

0.28%Expense ratio$28 · $30 on $10k · lower wins0.30%

1.36%12-mo yield$136 · $242 on $10k2.42%

−10.6%Worst dropSmaller wins−10.4%

13.0%VolatilityLower wins15.4%

2–4IQLT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMF · IQLT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.42%	−0.8%	+10.5%	+14.3%	+17.2%	+7.2%	−10.4%	$13.6B
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.42%	−0.8%	+10.5%	+14.3%	+17.2%	+7.2%	−10.4%	$13.6B
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USMF vs IQLT

USMF

WisdomTree U.S. Multifactor Fund

$12,900

IQLT

iShares MSCI Intl Quality Factor

$14,168

MeasureUSMFIQLT

Fee0.28%0.30%

Cost on $10k a year$28$30

Yield1.36%2.42%

5 years, per year+5.2%+7.2%

3 years, per year+10.2%+17.2%

Worst drop · 1Y−10.6%−10.4%

Volatility · 1Y13.0%15.4%

4–2measures won
IQLT first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: USMF, IQLT, VTV

Today

19.3%most shared, USMF and VTV

USMFIQLTVTV

USMF—0.0%19.3%

IQLT0.0%—0.0%

VTV19.3%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$212most kept, IQLT

IQLT$242 − $30 = $212

VTV$187 − $3 = $184

USMF$136 − $28 = $108

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee